SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,715 | -10.4% | 6,572 | +3.3% | 0.02% | -5.9% |
| Q2 2023 | $335,780 | +34.8% | 6,364 | +22.7% | 0.02% | +13.3% |
| Q1 2023 | $249,032 | -1.6% | 5,186 | +8.5% | 0.02% | 0.0% |
| Q4 2022 | $253,000 | +1.2% | 4,779 | +9.8% | 0.02% | -16.7% |
| Q3 2021 | $250,000 | -41.0% | 4,352 | -45.8% | 0.02% | +12.5% |
| Q2 2021 | $424,000 | +102.9% | 8,026 | +101.0% | 0.02% | -5.9% |
| Q1 2021 | $209,000 | +850.0% | 3,993 | +546.1% | 0.02% | +466.7% |
| Q3 2018 | $22,000 | -12.0% | 618 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $25,000 | +8.7% | 618 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | 0.0% | 618 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $23,000 | +4.5% | 618 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $22,000 | – | 618 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |